Customer Records Window

Sage 50 Accounting lets you keep track of detailed information about your customers and allows you to set up the terms of your business relationship. In the Customer Record window, you can add, modify, or delete information about a customer on the following tabs:

ClosedAddress tab

What do you want to do on this tab?

Add or modify a customer's name or contact information

Add or modify a customer's e-mail address

Add or modify a customer's Web site

Assign a salesperson to a customer

Assign a department to a customer (Sage 50 Premium Accounting)

Add or modify the date you started doing business with a customer

 

ClosedShip-to Address tab

What do you want to do on this tab?

Add a customer's ship-to address

Modify a customer's shipping address

Select a customer's default ship-to address (Sage 50 Premium Accounting)

 

ClosedOptions tab

What do you want to do on this tab?

Add or change early-payment terms for a customer

Add or change the standard discount for a customer

Select a price list for a customer

Select a customer's language preference

Select an account to use for recording revenues from a customer

Allow statements to be produced for a customer

Select printing or e-mailing a customer's forms

Prepare the customer record to synchronize with Microsoft Outlook® (Sage 50 Premium Accounting)

Synchronize a customer record with Microsoft Outlook® (Sage 50 Premium Accounting)

 

ClosedTaxes tab

What do you want to do on this tab?

Change a customer's tax exempt status

Change the default sales tax code used for a customer

 

ClosedPre-Authorized Debits tab

What do you want to do on this tab?

Modify a customer's pre-authorized debit bank account information

Set up your company to receive pre-authorized debits

 

ClosedStatistics tab

What do you want to do on this tab?

Set a customer's credit limit

Look up your sales to a customer

 

ClosedMemo tab

What do you want to do on this tab?

Add, change, or remove a memo

 

ClosedImport/Export tab

What do you want to do on this tab?

Learn about importing and exporting transactions

Turn on transaction import and export for a customer

Add or modify import and export information for the items a customer buys

 

ClosedAdditional Info tab

What do you want to do on this tab?

Turn on or off the Additional Info Note for a customer

Add or modify the Additional Info Note for a customer

 

ClosedHistorical Transactions tab (only in history mode)

What do you want to do on this tab?

Enter historical invoices and payments for customers

 

What do you want to do?